How big is San Pasqual Fiduciary Trust COMP's plan?

San Pasqual Fiduciary Trust COMP's plan reported $4.8M in assets and 46 participants for 2024.

Original filing (PDF)20250821130138NAL0004175953001

San Pasqual Fiduciary Trust COMP

Name: San Pasqual Fiduciary Trust COMP — San Pasqual Trust, Form 5500 (2024)
Creator: San Pasqual Fiduciary Trust COMP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

San Pasqual Trust 401(k)

401(k) retirement plan · San Pasqual Fiduciary Trust COMP's San Pasqual Trust 401(k) held $4.8M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

Netzi Linares signed San Pasqual Fiduciary Trust COMP's 2024 Form 5500 as plan administrator.

Netzi Linares — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

San Pasqual Fiduciary Trust COMP's EIN is 20-8632638.

EIN 20-8632638

Plan number 001

Plan year 2024

ACK ID 20250821130138NAL0004175953001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for San Pasqual Fiduciary Trust COMP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

San Pasqual Fiduciary Trust COMP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAN PASQUAL FIDUCIARY TRUST COMP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score